Data Protection
This privacy policy is intended to inform users of this website (hereinafter referred to as "users") about the nature, scope and purpose of the collection, processing and use of personal data by the party responsible for this website.
Data Controller
Valcore Capital AG
Höhenweg 2A
8834 Schindellegi
Switzerland
Email: contact@valcore-capital.com
Phone: +41 41 588 17 66
For data protection questions, contact us at any time.
Principle
Protecting client privacy is Valcore Capital AG's utmost priority. We collect, process and use personal data under the revised Swiss Federal Act on Data Protection (revFADP) and applicable Swiss/EU data protection law.
Valcore Capital AG processes personal data that has been collected in good faith and in a manner that is lawful and comprehensible to the person concerned, in accordance with the following provisions. Unless stated otherwise, the terms used follow REGULATION (EU) 2016/679 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation, hereinafter "GDPR").
Certain personal data is automatically collected on every visit to the website. Details of the data collected are set out in the following sections (cookies, plug-ins, etc.).
Discretion as a Core Principle
Client trust is the foundation of our work. As an independent multi-family office, we support entrepreneurial families, high-net-worth individuals and institutional investors in particularly sensitive financial and business matters, treating all information with the utmost discretion and strict confidentiality.
What Data We Process
Depending on the nature of the business relationship, we process, in particular, the following categories of personal data:
As a matter of principle, we only process data that is necessary for our services.
Purposes of Data Processing
Initiating client relationships; family office, investment and advisory services; statutory and regulatory compliance; KYC/AML checks and sanctions screening; communication with prospects, clients and partners; service improvement; IT security; events; permitted company information.
Legal Basis
Users' personal data is processed only with consent, except where consent cannot reasonably be obtained in advance and processing is permitted by law or overriding interests.
Where we obtain consent from the data subject, Art. 6(1)(a) GDPR or Art. 13(1) in conjunction with Art. 4(5) FADP serves as the legal basis.
Where processing is necessary for the performance of a contract to which the data subject is party, Art. 6(1)(b) GDPR and Art. 13(2)(a) FADP serve as the legal basis, including pre-contractual measures.
Where processing is necessary to safeguard a legitimate interest of our company or a third party, and this does not override the data subject's interests, rights and freedoms, Art. 6(1)(f) GDPR and Art. 13(2) FADP serve as the legal basis.
Disclosure of Personal Data
Personal data is disclosed only where necessary or legally required: to custodian banks, asset managers, tax advisors, lawyers, auditors, compliance/KYC and IT/cloud providers, and authorities and courts. Recipients are carefully selected and bound by confidentiality.
Transfer of Data Abroad
Personal data may be processed outside Switzerland where required, particularly via international IT providers (cloud, email, video-conferencing). We ensure appropriate legal safeguards are in place.
Website
When you visit our website, technical information is automatically collected (including IP address, date/time, browser type, operating system, pages visited and referrer URL). This data is used exclusively for the stability, security and optimisation of our website.
Cookies
Our website uses cookies to ensure technical functionality, security and an improved user experience. You may disable cookies in your browser at any time.
Analytics and Tracking Services
Where analytics tools are used, they serve exclusively to improve our website. Where legally required, we obtain your consent in advance.
Confidentiality within the Family Office
As a multi-family office, we handle confidential information including wealth, holdings, company data, succession planning, real estate and tax/financial details. Access is limited to those requiring it for their duties.
Data Security
We employ technical and organisational security measures, including access restrictions, encryption, modern IT security, regular updates, and careful provider selection.
Retention Period
Personal data is stored only as long as legally required, necessary for contract performance, or needed to safeguard legitimate interests, then deleted or anonymised.
Rights of Data Subjects
You have the right to access, rectification, erasure, restriction of processing, data portability where legally required, and to withdraw consent.
Amendments
This privacy policy may be amended at any time; the version published on our website applies.